Gitterman Wealth Management, LLC
13F Reported Value
ⓘ$436.5M
Holdings
128
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Gitterman Wealth Management, LLC disclosed 128 positions worth $436.5M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 4 new positions and exited 209 — including a new stake in $ORI and a full exit from $T. The portfolio is most concentrated in Other (84.3% of disclosed assets). All figures are sourced directly from Gitterman Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1861558.
AI Fund Analysis
Concentrating
$AAPL
$MSFT
$VLTO
$NEE
$XYL
$TTEK
$WTRGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
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VANGUARD SCOTTSDALE FDS
—Quality
$84.1M1,401,122 shVANGUARD INDEX FDS
—Quality
$59.6M97,320 sh2023 ETF SERIES TRUST II
—Quality
$58.7M1,623,342 shSPDR SERIES TRUST
—Quality
$39.0M424,957 shFIRST TR EXCHANGE TRADED FD
—Quality
$36.4M241,144 shSPDR GOLD TR
—Quality
$27.8M78,262 shINVESCO EXCHANGE TRADED FD T
—Quality
$26.6M368,922 shISHARES TR
—Quality
$17.5M442,646 sh- 76.1
Quality
$9.2M36,222 sh - 83.7
Quality
$6.9M13,290 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $84.1M | 1,401,122 |
| VANGUARD INDEX FDS | — | $59.6M | 97,320 |
| 2023 ETF SERIES TRUST II | — | $58.7M | 1,623,342 |
| SPDR SERIES TRUST | — | $39.0M | 424,957 |
| FIRST TR EXCHANGE TRADED FD | — | $36.4M | 241,144 |
| SPDR GOLD TR | — | $27.8M | 78,262 |
| INVESCO EXCHANGE TRADED FD T | — | $26.6M | 368,922 |
| ISHARES TR | — | $17.5M | 442,646 |
| Apple Inc.$AAPL | 76.1 | $9.2M | 36,222 |
| MICROSOFT CORP$MSFT | 83.7 | $6.9M | 13,290 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gitterman Wealth Management, LLC's 128 positions.
Showing top 10 of 128 holdings.
Sector Allocation
Other
$368.1M
Technology
$29.7M
Industrials
$8.3M
Utilities
$7.2M
Financials
$6.4M
Healthcare
$5.7M
Consumer Discretionary
$3.7M
Energy
$2.1M
Full Holdings — Gitterman Wealth Management, LLC (Q3 2025)
All 128 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $84.1M | 19.3% | +1% | — |
| 2 | — | VANGUARD INDEX FDS | $59.6M | 13.7% | -1% | — |
| 3 | — | 2023 ETF SERIES TRUST II | $58.7M | 13.5% | -0% | — |
| 4 | — | SPDR SERIES TRUST | $39.0M | 8.9% | +5% | — |
| 5 | — | FIRST TR EXCHANGE TRADED FD | $36.4M | 8.3% | -2% | — |
| 6 | — | SPDR GOLD TR | $27.8M | 6.4% | -2% | — |
| 7 | — | INVESCO EXCHANGE TRADED FD T | $26.6M | 6.1% | -0% | — |
| 8 | — | ISHARES TR | $17.5M | 4.0% | +0% | — |
| 9 | $AAPL | Apple Inc. | $9.2M | 2.1% | +9% | 76.1 |
| 10 | $MSFT | MICROSOFT CORP | $6.9M | 1.6% | +18% | 83.7 |
| 11 | — | VANGUARD INDEX FDS | $5.3M | 1.2% | -4% | — |
| 12 | — | ISHARES TR | $4.9M | 1.1% | -1% | — |
| 13 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.6% | -1% | 72.8 |
| 14 |  $GOOG | Alphabet Inc. | $2.4M | 0.5% | +21% | 80.2 |
| 15 | $NEE | NEXTERA ENERGY INC | $2.2M | 0.5% | +7% | 71.7 |
| 16 |  $NVDA | NVIDIA CORP | $1.5M | 0.3% | +110% | 90.2 |
| 17 |  $GOOGL | Alphabet Inc. | $1.5M | 0.3% | +30% | 80.2 |
| 18 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.3% | +0% | 60.5 |
| 19 |  $XOM | EXXON MOBIL CORP | $1.1M | 0.3% | +32% | 61.8 |
| 20 |  $AMZN | AMAZON COM INC | $1.1M | 0.3% | +106% | 74.6 |
| 21 | $VLTO | Veralto Corp | $1.1M | 0.3% | +69% | 74.4 |
| 22 | $XYL | Xylem Inc. | $1.0M | 0.2% | +18% | 65.6 |
| 23 | $TTEK | TETRA TECH INC | $1.0M | 0.2% | +64% | 63 |
| 24 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.2% | +12% | 66.8 |
| 25 | — | ISHARES TR | $988,814 | 0.2% | +0% | — |
| 26 | $WTRG | Essential Utilities, Inc. | $954,873 | 0.2% | +100% | 70.9 |
| 27 | — | COMPANHIA DE SANEAMENTO BASI | $953,212 | 0.2% | +60% | — |
| 28 | — | RBB FD INC | $928,383 | 0.2% | +13% | — |
| 29 |  $AWK | American Water Works Company, Inc. | $917,884 | 0.2% | +97% | 61.7 |
| 30 |  $NVO | NOVO NORDISK A S | $894,110 | 0.2% | -6% | — |
| 31 |  $PNR | PENTAIR plc | $870,758 | 0.2% | +56% | — |
| 32 |  $AAON | AAON, INC. | $847,932 | 0.2% | -5% | 54.5 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $829,166 | 0.2% | +2% | 35.6 |
| 34 | — | NUSHARES ETF TR | $825,273 | 0.2% | +7% | — |
| 35 |  $HON | HONEYWELL INTERNATIONAL INC | $791,481 | 0.2% | +32% | 65.7 |
| 36 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $759,878 | 0.2% | +30% | 66.7 |
| 37 |  $BRK.A | BERKSHIRE HATHAWAY INC | $754,200 | 0.2% | +0% | 64.5 |
| 38 |  $STN | STANTEC INC | $743,364 | 0.2% | +31% | — |
| 39 |  $CNM | Core & Main, Inc. | $723,425 | 0.2% | +31% | 63.4 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $712,885 | 0.2% | -22% | 64.5 |
| 41 | — | FIDELITY WISE ORIGIN BITCOIN | $585,385 | 0.1% | +30% | — |
| 42 |  $META | Meta Platforms, Inc. | $580,954 | 0.1% | +469% | 80.9 |
| 43 |  $PG | PROCTER & GAMBLE Co | $576,298 | 0.1% | +26% | 72.9 |
| 44 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $572,884 | 0.1% | +64% | 58 |
| 45 |  $AVGO | Broadcom Inc. | $557,040 | 0.1% | +1250% | 86.4 |
| 46 |  $SWIM | Latham Group, Inc. | $553,927 | 0.1% | +135% | 47.7 |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $509,862 | 0.1% | +10% | — |
| 48 |  $ED | CONSOLIDATED EDISON INC | $505,208 | 0.1% | +125% | 71.6 |
| 49 |  $HD | HOME DEPOT, INC. | $495,147 | 0.1% | +147% | 69.2 |
| 50 | — | INVESCO QQQ TR | $476,694 | 0.1% | +0% | — |
| 51 | — | VANECK ETF TRUST | $474,854 | 0.1% | +36% | — |
| 52 | — | CALIFORNIA WTR SVC GROUP | $472,927 | 0.1% | +131% | — |
| 53 |  $J | JACOBS SOLUTIONS INC. | $466,542 | 0.1% | +15% | 47.7 |
| 54 |  $WTTR | Select Water Solutions, Inc. | $463,668 | 0.1% | +177% | 39.1 |
| 55 |  $NVS | NOVARTIS AG | $462,614 | 0.1% | +10% | — |
| 56 |  $KKR | KKR & Co. Inc. | $461,453 | 0.1% | +0% | 49.8 |
| 57 |  $HTO | H2O AMERICA | $459,729 | 0.1% | +194% | 65.9 |
| 58 |  $WMT | Walmart Inc. | $437,905 | 0.1% | +229% | 63.2 |
| 59 |  $DE | DEERE & CO | $436,692 | 0.1% | -21% | 57.4 |
| 60 |  $TSLA | Tesla, Inc. | $431,821 | 0.1% | +730% | 50.1 |
| 61 |  $VMC | Vulcan Materials CO | $418,974 | 0.1% | +160% | 66.6 |
| 62 |  $AWR | AMERICAN STATES WATER CO | $413,392 | 0.1% | +117% | 60.3 |
| 63 |  $AXP | AMERICAN EXPRESS CO | $385,638 | 0.1% | +0% | 73.2 |
| 64 |  $HSBC | HSBC HOLDINGS PLC | $380,364 | 0.1% | +10% | — |
| 65 |  $MS | MORGAN STANLEY | $375,940 | 0.1% | -2% | — |
| 66 |  $GS | GOLDMAN SACHS GROUP INC | $368,124 | 0.1% | +843% | — |
| 67 |  $SAP | SAP SE | $364,687 | 0.1% | +10% | — |
| 68 |  $ORCL | ORACLE CORP | $364,201 | 0.1% | +440% | 67.2 |
| 69 |  $ORA | ORMAT TECHNOLOGIES, INC. | $355,333 | 0.1% | +26% | 53.5 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $349,696 | 0.1% | -11% | 67 |
| 71 |  $LNN | LINDSAY CORP | $349,249 | 0.1% | +39% | 41.2 |
| 72 |  $GE | GENERAL ELECTRIC CO | $348,048 | 0.1% | +192% | 74.8 |
| 73 |  $VMI | VALMONT INDUSTRIES INC | $345,070 | 0.1% | +125% | 60.1 |
| 74 |  $CIG | ENERGY CO OF MINAS GERAIS | $340,428 | 0.1% | +9% | — |
| 75 |  $LLY | ELI LILLY & Co | $332,668 | 0.1% | +30% | 89.3 |
| 76 | — | CHECK POINT SOFTWARE TECH LT | $330,533 | 0.1% | +5% | — |
| 77 |  $NGG | NATIONAL GRID PLC | $328,643 | 0.1% | +29% | — |
| 78 |  $FSV | FirstService Corp | $327,015 | 0.1% | +18% | — |
| 79 |  $GWRS | Global Water Resources, Inc. | $325,310 | 0.1% | +181% | 31.6 |
| 80 |  $PEP | PEPSICO INC | $320,029 | 0.1% | +138% | 62.7 |
| 81 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $309,994 | 0.1% | NEW | 70.4 |
| 82 |  $FIX | COMFORT SYSTEMS USA INC | $309,556 | 0.1% | +93% | 79.5 |
| 83 |  $SBAC | SBA COMMUNICATIONS CORP | $307,097 | 0.1% | +34% | 71.3 |
| 84 |  $RY | ROYAL BANK OF CANADA | $307,036 | 0.1% | +10% | — |
| 85 |  $VZ | VERIZON COMMUNICATIONS INC | $302,500 | 0.1% | -41% | 71.6 |
| 86 |  $MCD | MCDONALDS CORP | $297,509 | 0.1% | -45% | 73.9 |
| 87 | — | FIRST TR EXCHANGE TRADED FD | $295,960 | 0.1% | -2% | — |
| 88 |  $CWCO | Consolidated Water Co. Ltd. | $293,567 | 0.1% | +127% | — |
| 89 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $293,436 | 0.1% | +10% | — |
| 90 |  $KB | KB Financial Group Inc. | $289,455 | 0.1% | +9% | — |
| 91 |  $MA | Mastercard Inc | $288,888 | 0.1% | -11% | 81.7 |
| 92 |  $V | VISA INC. | $288,165 | 0.1% | -20% | 83.5 |
| 93 | — | SPROTT FDS TR | $283,837 | 0.1% | -1% | — |
| 94 |  $ADI | ANALOG DEVICES INC | $279,614 | 0.1% | NEW | 76.2 |
| 95 |  $AMT | AMERICAN TOWER CORP /MA/ | $276,432 | 0.1% | +48% | 69.8 |
| 96 |  $EQIX | EQUINIX INC | $275,945 | 0.1% | +35% | 61.4 |
| 97 |  $MAS | MASCO CORP /DE/ | $271,970 | 0.1% | +126% | 59.9 |
| 98 | — | VANGUARD INDEX FDS | $266,299 | 0.1% | +0% | — |
| 99 |  $MOD | MODINE MANUFACTURING CO | $261,290 | 0.1% | -22% | 48.8 |
| 100 |  $SKM | SK TELECOM CO LTD | $258,574 | 0.1% | +11% | — |
| 101 | — | ISHARES TR | $257,783 | 0.1% | -12% | — |
| 102 |  $YORW | YORK WATER CO | $256,635 | 0.1% | +121% | 59.2 |
| 103 |  $GEV | GE Vernova Inc. | $254,587 | 0.1% | +322% | 70.1 |
| 104 |  $UBER | Uber Technologies, Inc | $244,925 | 0.1% | +0% | 79.3 |
| 105 |  $RDY | DR REDDYS LABORATORIES LTD | $244,802 | 0.1% | +11% | — |
| 106 |  $LEN | LENNAR CORP /NEW/ | $241,498 | 0.1% | +763% | 49.2 |
| 107 |  $ECL | ECOLAB INC. | $240,934 | 0.1% | +80% | 64.3 |
| 108 |  $BG | Bunge Global SA | $239,953 | 0.1% | +25% | 55.9 |
| 109 |  $AOS | SMITH A O CORP | $237,518 | 0.1% | +127% | 66.7 |
| 110 |  $TFC | TRUIST FINANCIAL CORP | $235,321 | 0.1% | NEW | — |
| 111 |  $ROL | ROLLINS INC | $234,703 | 0.1% | +8% | 73.2 |
| 112 |  $PSO | PEARSON PLC | $232,901 | 0.1% | +9% | — |
| 113 |  $IR | Ingersoll Rand Inc. | $232,661 | 0.1% | +5767% | 55.4 |
| 114 |  $ARTNA | ARTESIAN RESOURCES CORP | $232,506 | 0.1% | +122% | 50.3 |
| 115 |  $PRM | Perimeter Solutions, Inc. | $231,600 | 0.1% | -21% | 56.5 |
| 116 | — | TELEFONICA S A | $226,266 | 0.1% | +9% | — |
| 117 |  $CVX | CHEVRON CORP | $223,768 | 0.1% | NEW | 54.7 |
| 118 |  $AON | Aon plc | $221,793 | 0.1% | +0% | — |
| 119 | — | VANGUARD INDEX FDS | $221,340 | 0.1% | +0% | — |
| 120 |  $LMT | LOCKHEED MARTIN CORP | $220,651 | 0.1% | +0% | 65 |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $220,518 | 0.1% | -55% | 72.3 |
| 122 |  $AXON | AXON ENTERPRISE, INC. | $220,315 | 0.1% | -46% | 55.6 |
| 123 | — | SHINHAN FINANCIAL GROUP CO L | $210,525 | 0.1% | +9% | — |
| 124 |  $COF | CAPITAL ONE FINANCIAL CORP | $209,815 | 0.1% | +255% | 71 |
| 125 | — | ISHARES TR | $203,315 | 0.1% | +0% | — |
| 126 |  $DHR | DANAHER CORP /DE/ | $202,315 | 0.1% | -7% | 63.9 |
| 127 |  $PM | Philip Morris International Inc. | $201,156 | 0.1% | +0% | 80.5 |
| 128 |  $WIT | WIPRO LTD | $141,054 | 0.0% | +6% | — |
New Positions (4)
Exited Positions (209)
$T AT&T INC.
$ADSK Autodesk, Inc.
$NDAQ NASDAQ, INC.
$SBUX STARBUCKS CORP
$AZO AUTOZONE INC
$SJM J M SMUCKER Co
$CB Chubb Ltd
$BKNG Booking Holdings Inc.
$DAL DELTA AIR LINES, INC.
$EW Edwards Lifesciences Corp
$IDXX IDEXX LABORATORIES INC /DE
$WRB BERKLEY W R CORP
$UAL United Airlines Holdings, Inc.
$CARR CARRIER GLOBAL Corp
$ORLY O REILLY AUTOMOTIVE INCBrowse Top Institutional Investors
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